MidWestOne Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,226
| Closed | -$1.7M | – | 307 |
|
|
2025
Q1 | $1.7M | Buy |
27,226
+2,884
| +12% | +$180K | 0.24% | 94 |
|
|
2024
Q4 | $1.66M | Buy |
24,342
+3,409
| +16% | +$232K | 0.23% | 92 |
|
|
2024
Q3 | $1.42M | Buy |
+20,933
| New | +$1.42M | 0.2% | 115 |
|
|
2024
Q1 | – | Sell |
-56,000
| Closed | -$3.45M | – | 300 |
|
|
2023
Q4 | $3.45M | Buy |
+56,000
| New | +$3.45M | 0.66% | 31 |
|